UDS Create Actions – Lead Update Action

1. Feature Overview

The Lead Update action template in UDS allows you to update existing leads in LeadSquared using the Lead ID or Prospect ID.

This template leverages the LeadSquared V2 Update a Lead API.

 

2. Use Case

Use this template when you need to update fields of an existing lead using a known Lead ID.

 

3. Configure Lead Update Action

Follow the steps below to configure Update a Lead action –

1. Select Template

Click +Action and choose the Lead Update template.

navigate to update a lead uds

2. Select Behavior

In this step, the values will be pre-configured as follows:

  • Source – LeadSquared
  • Entity – Lead
  • Action – Lead Update

lead update select behaviour

3. Configure Field Mapping

Map fields from your source to LeadSquared fields.

You can do that by selecting the desired Lead fields from the dropdown. Click on + icon, select Entity as Lead, and select the desired field from the dropdown.

You must provide:

  • LeadId or ProspectId as a mandatory identifier
  • Fields to be updated (e.g., lead.EmailAddress, lead.Phone)

uds action update lead field mapping

Note: You can optionally set static values or use formulas for field transformations.

configure static values and transformation in lead create action

4. Configure Response Mapping (Optional)

Capture and use response values such as Status, Message, etc. 
You can also set logic to handle success/failure scenarios based on API responses.

uds actions lead update success error mapping
 

FAQs

1. What credentials are used?
System user credentials are used to make API calls.

2. Are API limits applicable?
Yes. API usage counts toward your daily and burst rate limits for LeadSquared V2 APIs.

3. What happens if limits are exceeded?
Further requests will be rejected until usage normalizes.

4. What errors should I expect?
Standard LeadSquared V2 API errors will be returned. Refer to the API Reference for error codes.

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